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We now have a new, improved way to import data from the web to Excel. Just like in Power BI, the Get Data > From Web connector for Power Query in Excel (image below) now auto-detects tables and curates them into a Suggested Tables list. Plus, you can use the AI-driven Add Tables Using Examples …
Slicers enable you to quickly and easily toggle filters on and off. They're best known for working with PivotTables, but Slicers also work with Excel Tables. I like to use them to save time applying filters I use regularly, but we can also create dynamic reports by leveraging formulas that can recognize when a row …
Descriptive statistics enable you to summarize, organize, and simplify large datasets to derive meaningful patterns and insights. For a long time there’s only really been one tool to get descriptive statistics in Excel, but in this tutorial, I cover 3 ways. They all have their pros and cons. Table of Contents Download the Excel …
Slicers are a fantastic tool to get a filtered view of your data and visuals. But by default, they get sorted alphabetically or follow the calendar year if your parameter contains months. What if you wanted them sorted in a custom order? Maybe you want to show fiscal years, a Sunday to Monday work week …
Over a billion people use Excel and let's guesstimate half of them know how to write an IF formula. Of that 500 million, 99% don't fully understanding how Excel handles logical tests. This knowledge can be the difference between writing monstrous nested IF formulas like this one below that contains 15 IFs, and 5 CEILING …
The SUMPRODUCT function is one of Excel's most versatile functions. But now that we have SUMIFS, COUNTIFS, AVERAGEIFS etc. it’s easy to think this function is, dare I say, redundant! However, SUMPRODUCT can do things you can’t do with those functions. Table of Contents SUMPRODUCT Function Video SUMPRODUCT Example File Download Introduction to the SUMPRODUCT …
Back in my accounting days I regularly prepared reports that summarized monthly data into quarters. Back then, we used the SUM function with Boolean (TRUE/FALSE) logic, which worked fine, but, there are better ways to do it now that we have dynamic arrays. In this tutorial I’ll cover both options and you can choose the …
Excel BYCOL and BYROW functions fundamentally change the way we write formulas that calculate across columns and down rows. They enable us to write a formula once and have it automatically applied to all rows or columns in the range we specify, improving productivity and accuracy. These functions are currently available to Microsoft 365 users. …
Excel has a load of AI tools already built-in that we can use to improve productivity and make our lives easier. There are Excel AI tools that will clean data, analyze it for you, create automatic forecasts and even write custom LAMBDA formulas. And that’s all before Copilot gets added! Let’s take a look at …
One of the best uses for Python in Excel is creating the amazing charts available through Python libraries like Seaborn and Matplotlib. These libraries open up a huge array of charts we simply cannot make using the built-in Excel charts. Get started with Python in Excel here. Your browser does not support the video …
You can now use Python in Excel natively! Python runs securely in the cloud, and we write Python in Excel like a formula. You can load Python libraries to Excel including Pandas, NumPy, Seaborn, Matplotlib and more. No need to install any add-ins and no clunky separate windows for writing the code. Note: Python in …
Excel dynamic named ranges bring flexibility and efficiency to your spreadsheets. Unlike static named ranges, dynamic named ranges automatically adjust in size as you add or remove data, ensuring that your formulas, PivotTables and charts always include the most recent information. You can also use them to return different ranges based on selections in drop …
Excel functions are the backbone of a financial modeler’s day to day work and as such, it’s essential to have a good understanding of the functions that are commonly used to build financial models. Below are the top Excel functions that you must know as a financial modeler grouped by area. Are there any functions …
Progress charts are a powerful way to track milestones and showcase achievements. However, there’s no built-in way to create Excel progress circle charts, but with some clever uses of doughnut charts we can whip them up in no time. In this tutorial we’ll look at how to quickly create them and link them to Slicers …
Excel Office Scripts: The Future of Automation, Replacing VBA Excel Office Scripts have ushered in a new era of automation, gradually replacing Visual Basic for Applications (VBA/macros) as the preferred method for automating Excel tasks in both the desktop and online. VBA’s limitation is it’s tied to the desktop. VBA cannot and never will be …
Efficiencies gained from Power Query can be life changing. I’m not exaggerating. Power Query can reduce time spent gathering and cleaning data by up to 99%! Imagine if all you had to do was click a single button and all the boring and laborious data gathering and cleaning was done for you. What would you …
Everything you need to know about how Excel handles date and time and all the tools you will need. Read in conjunction with the accompanying Excel file, which you can download below. Download the Files Enter your email address below to download the comprehensive Excel workbook, cheat sheets and PDF. Get Files By submitting your …
Charts provide a visual representation of data, making it easier to understand and interpret large amounts of information quickly. At least that’s the objective, but too often poor choice of chart formatting is more of a hindrance than a help. In this tutorial we’ll look at the types of Excel chart formatting that is an …
One of the downsides of PivotTables is they have a very distinctive look. Some might even say they’re ugly. In this tutorial I’m going to cover my PivotTable formatting tricks that will transform their look and feel. Table of Contents Custom Sort Order Column Labels Inserting Blank Rows Subtotal Position Custom Styles Conditional Formatting Expand/Collapse …
With Microsoft 365 we can now include images in Excel PivotTables, as well as built in data types like Stock and Geography, Power Query custom data types and Power BI Organisational Data Types. This opens up the ability to create dynamic and visually rich PivotTables like never before. When combined with some slick formatting we …
Annoyingly, there’s a shortcut for Merge & Center on the Ribbon, but nothing for Center Across Selection which is far superior. Center Across Selection achieves the same result but doesn’t cause the rude interruptions to selecting ranges that Merge & Center does. To remedy this, I consulted ChatGPT to write a Center Across Selection shortcut …
Dashboards have limited space which is why an Excel scroll and sort table is super handy. Scroll and sort tables allow you to embed an extract of data from a larger table in your Dashboard. Users can scroll to see all the records and toggle which column to sort by and set the sort order, …
Excel Formatting Best Practices Proper use of Excel formatting can significantly impact the speed and clarity in which users can work with and interpret your spreadsheets. It enables you to highlight essential information, direct users, and encode data. Effective formatting subtly enhances usability, while poor formatting can be a distraction. These are my top 10 …
Excel can now write formulas for you. Simply give it an example or two and it’ll suggest a formula to complete the task. Remember how amazing Flash Fill was when you saw it for the first time? Well, Formula by Example is 10x better because it isn’t a one time and done solution. Being a …
Excel linear regression is easy with the built-in tools. In this tutorial, we'll explore what linear regression is, why it's useful, and the Excel tools that enable you to do it with the click of a few buttons. Table of Contents Video - Excel Linear Regression Download the Workbook What is Linear Regression and its …
Do you find yourself frustrated by sluggish Excel files that take forever to load or recalculate? If so, you're not alone. Slow Excel files can be a common headache for anyone who uses spreadsheets regularly. Fortunately, there are many tips and tricks you can use to improve Excel performance. In this tutorial, we'll identify the …
One of my most popular tutorials has been my Excel Project Management dashboard with nearly 2M views to date. However, I often get asked if there’s a way to switch between viewing the projects by day, week or month. The answer is yes and, in this tutorial I’m going to show you how we can …
In today's world, where remote work has become increasingly common, the need to securely share files with multiple people has never been greater. Whether your file is in the cloud or a local network drive, Microsoft has tools to enable you to prevent unauthorised opening, editing and downloading of your data. Table of Contents How …
Excel check boxes are a type of form control that can be added to a spreadsheet with just a few clicks to create an interactive list of items that can be checked off. You can also link them to formulas to dynamically turn off and on items you want displayed in a chart or conditional …
Power Query if statements, nested if, 'if or' and 'if and' statements are a bit different to writing IF formulas in Excel, but once you get the hang of them they’re pretty easy. In fact, the Power Query IF formula, IF OR, and IF AND are even easier than the Excel equivalents. Table of Contents …
